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SMCO
Level 1

Apps/Workflow for creating a Compilation/Review from Quickbooks

Hi all,

Trying to find solutions for creating a compilation report and standard compilation from quickbooks. I am aware that quickbooks does not provide these reports. 

 

Currently, only solution we know of is to export to excel and manually format.

I am also aware that there are reporting apps, but the ones we know of do not specifically address Compilations and Reviews.

 

How do you create Compilations or Reviews from client Quickbooks data?

 

Hoping for an app/add-on.

 

Thanks!

5 Comments 5
Rea_M
Moderator

Apps/Workflow for creating a Compilation/Review from Quickbooks

I can see how the benefit of being able to have an app/add-on to create a compilation/review report would aid you in running the business with QuickBooks Online (QBO), @SMCO. That's why I'm here to share a few details about this.

 

The workaround you've shared in creating compilations or reviews reports is exactly on the right track. We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

I've attached screenshots below that show the first four steps.

 

 

Also, to further guide you in creating and managing reports in QBO, I'd recommend checking out this article: Reports Help Articles for QuickBooks Online .

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

I'm all ears if you have other reporting concerns and questions about managing data in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @SMCO.

Fiat Lux - ASIA
Level 15

Apps/Workflow for creating a Compilation/Review from Quickbooks

@SMCO 

Have you explored any BI apps?

SMCO
Level 1

Apps/Workflow for creating a Compilation/Review from Quickbooks

Are you saying BI apps will do this? I’m not sure if you’re responding with a solution or just responding with a question. Any help is appreciated!

Fiat Lux - ASIA
Level 15

Apps/Workflow for creating a Compilation/Review from Quickbooks

Explore this app

https://go.zoho.com/M5c

 

fgqcpa
Level 1

Apps/Workflow for creating a Compilation/Review from Quickbooks

We use Caseware OnPoint PCR to prepare compilations and reviews and we are satisfied with the results.

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